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The 2026 Retirement Outlook Seminar

What's changing for retirees in 2026 — taxes, income, and managing risk.

Each year brings changes to tax thresholds, Social Security, and the broader economic backdrop. This seminar steps back to look at the landscape and what it may mean for people already retired or within a few years of it.

This is an informational session only — not individualized financial, tax, or legal advice. Please consult a qualified professional about your own situation.

What to Expect

  • Key retirement-related changes to be aware of for 2026
  • How inflation and market volatility reshape an income plan
  • Tax-aware withdrawal concepts at a high level
  • Where guaranteed-income tools may fit — and where they don't
  • Live Q&A

What You'll Walk Away With

  • A clearer picture of the 2026 retirement landscape
  • Topics to review with your own tax or financial professional
  • A short list of questions to revisit in your plan

Prefer a one-on-one conversation?

Skip the event and schedule a free, no-pressure retirement income review with Tim.

Schedule a Review
Free to Attend

Reserve Your Spot

Thursday, August 13, 2026
5:30 – 7:00 PM ET
Tampa Bay Community Library · Meeting Room A
Open seating · Free to attend · Light refreshments
Free to attend. No cost, no obligation.

By registering, you agree to be contacted by Tim Hartle at PGW Financial Wealth Advisors. Educational only; no products are sold at this event.

Events are educational and free to attend. Tim Hartle is an independent insurance professional. Sessions are for informational purposes only and do not constitute financial, tax, or legal advice. Any insurance product guarantees discussed are subject to the claims-paying ability of the issuing insurance company and are not FDIC insured.

Ready to talk about your retirement income?

Schedule a free, no-obligation Retirement Income Review with Tim Hartle. No pressure, no jargon — just straight answers.

(727) 692-5866

thartle@pgwfinancial.com

Monday–Friday, 9am–6pm ET

Tampa Bay, Florida · Pinellas, Pasco & Hillsborough counties

Proudly Serving Tampa Bay Retirees

Pinellas County

  • St. Petersburg
  • Clearwater
  • Largo
  • Dunedin
  • Palm Harbor
  • Safety Harbor
  • Tarpon Springs

Pasco County

  • New Port Richey
  • Port Richey
  • Zephyrhills
  • Wesley Chapel
  • Land O Lakes
  • Dade City
  • Holiday

Hillsborough County

  • Tampa
  • Brandon
  • Riverview
  • Valrico
  • Plant City
  • Sun City Center
  • Ruskin

Tim Hartle is an independent insurance professional licensed to sell annuity and life insurance products. Annuity and insurance products are not deposits, are not FDIC or NCUA insured, are not guaranteed by a bank or financial institution, and are subject to investment risk including possible loss of principal in variable products. Fixed and fixed-indexed annuities guarantee principal and a minimum interest rate, subject to the claims-paying ability of the issuing insurance company. Guarantees are not backed by the federal government. Past performance is not a guarantee of future results. This material is for informational purposes only and does not constitute financial, tax, or legal advice. Please consult with a qualified advisor regarding your individual circumstances before making any financial decisions. Product availability and features vary by state.

© 2026 PGW Financial Wealth Advisors. All rights reserved.